See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,974 | $95,803+38.8% | $113,168+17.5% | $84,808+56.8% |
| Participation rate | 94.8% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.5pp |
| Annual return | 14.34% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,289 | $4,242+119.0% | $5,107+81.9% | $4,212+120.6% |
| Admin fee / account holder | $6,944 | $8,989-22.7% | $12,068-42.5% | $7,344-5.4% |